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Integrated Wealth Concepts LLC: CGGE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on CGGE, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 137,264 CGGE shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 137,264 shares
    Change vs previous 13F +25,429 shares

    0.03% of the 13F portfolio, value $4,837,193.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 111,835 shares
    Change vs previous 13F +28,182 shares

    0.03% of the 13F portfolio, value $3,411,022.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,653 shares
    Change vs previous 13F +40,305 shares

    0.03% of the 13F portfolio, value $2,645,928.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,348 shares
    Change vs previous 13F +28,938 shares

    0.01% of the 13F portfolio, value $1,334,681.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,410 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $420,629.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).